,FPQP®
As a Senior Client Service Specialist, Admin Team Lead, Suzanne supports clients and advisors through a broad range of service and operational responsibilities. Duties include processing account openings and transfers, handling money movements, preparing client documentation, coordinating with custodians, accountants, and other professionals, and maintaining client records and internal systems.
She manages workflows associated with client onboardings, review meetings, and estate-related processes, prepares reports and supporting documentation, and may attend client meetings in a technical or support capacity. Additional responsibilities include participating in special projects, supporting compliance-related testing activities, maintaining training materials, and assisting with the onboarding and training of team members.
What’s the one thing people say you’re best at?
Finding humor in any situation.
How do you do good in your community?
I serve on the Board of the Conestoga Ice Hockey Club. I have participated in and supported the Penn State Dance Marathon since 1988.
When you retire you’re going to…?
Travel and volunteer. I know I will stay busy!
What do you enjoy most about working at Modera?
The care for the well-being of clients and employees as first priority.
When you’re not working you’re…?
Reading, running, swimming, hiking and spending time with family. And attending lots of hockey games.
How do you caffeinate?
French press coffee with soy milk. I look forward to it every morning!
Financial Paraplanner Qualified Professional™
Penn State University, B.A., Journalism
